PEOPLE MOVES: EFG Int’l, Old Mill, Omnis Investments
Financial services group names CEO of private bank, as wealth manager makes c-suite change
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Financial services group names CEO of private bank, as wealth manager makes c-suite change
This rises to 27% for UK adults aged between 35 and 54
Women are an ‘underserved and untapped segment’ in the wealth management industry
Over a quarter of Brits over 55 said they wouldn’t seek support in lead up to retirement
A 65-year-old with a £100,000 pension can get up to £7,144 per year
Wealth manager names CEO, as advice group hires director of wealth planning
But concerns remain over the regulator classifying the asset as a Restricted Mass Market Investment
UK lifeboat scheme and pension service announce CEO exits
But FCA says that accumulation and decumulation products will be part of the analysis
Deal will create a global wealth manager with $5trn of assets
Asset manager hires CIO, as wealth firm promotes five to partner
Rex, to be rebranded as Retailbook, enables retail investors to carry out capital market transactions